Managed Futures didn’t have the best start to 2017 if we’re specifically referencing performance, but there are glimmers of light worth mentioning from Preqin’s Q1 Hedge Fund Quarterly report. While Preqin estimates the industry was down -0.30% over the first three months of the year, more and more CTAs have set up shop. Despite performance […]
Category: Investing Insight
Alternative Links: The Secretive Business
Chicago’s high-speed trading industry is so secretive, it’s easy to overlook the worldwide magnet the city has become for the business.
What is Crisis Alpha?
Momentum strategies like trend following and managed futures need at least something happening, seeing their best performance with multiple crisis underway and worst when there are none.
Weekend Reads: Homeless Gasoline Tankers
Three tankers holding about 1.35 million barrels of gasoline and alkylate, an octane-boosting component blended with motor fuels, are drifting with no instructions for delivery.
Alternative Links: Perception and Reality
The gap between perception and reality is often a mile wide.
Asset Class Scoreboard Q1
For now, it looks like investors are trying to cash in on the “hot market.” Just as long they can stomach the volatility that goes along with those kind of markets.
No one Knows How Big Managed Futures Is
Trying to decipher the assets under management for the Managed Futures industry is enough to give anyone a headache.
The First Market Test in the Trump Presidency?
The Healthcare bill was pulled the bill due to lack of support from majority controlled party – and we dare say we’re seeing some market volatility.
The Alternative Callan Periodic Table of Investment Returns
Our main issues are: it doesn’t include Managed Futures and the periodic table/quilt doesn’t show the magnitude of the moves all that well
Billionaire Investor, Millionaire Mistakes
If you’re looking for a case study of what a horrible idea it is to invest based on what billionaires invest in, look no further than Bill Ackman (head of Pershing Square Hedge Fund) and his disastrous Valeant trade. This week, Ackman finally got rid of his remaining Valeant shares, totaling roughly $4 Billion in […]